Richard W. Paul & Associates’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$12.2M Buy
2025
Q1
$11.9M Buy
2024
Q4
$11.1M Buy
2024
Q3
$11.5M Buy
2024
Q2
$10.4M Buy
2024
Q1
$10M Buy
2023
Q4
$4.98M Buy
2023
Q3
$4.63M Buy
2023
Q2
$51.6K Sell
2023
Q1
$71K Buy
2022
Q4
$68.6K Buy